AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593,539 shares; 2024Q4: 586,170 shares; 2025Q1: 499,877 shares; 2025Q2: 468,754 shares; 2025Q3: 462,537 shares; 2025Q4: 449,668 shares; 2026Q1: 422,029 shares 422,029 $107M 5.8% -27,639 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,073 shares; 2024Q4: 214,540 shares; 2025Q1: 194,144 shares; 2025Q2: 188,211 shares; 2025Q3: 186,307 shares; 2025Q4: 200,304 shares; 2026Q1: 190,461 shares 190,461 $70.5M 3.82% -9,843 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,870 shares; 2024Q4: 99,388 shares; 2025Q1: 81,067 shares; 2025Q2: 85,802 shares; 2025Q3: 86,041 shares; 2025Q4: 83,147 shares; 2026Q1: 77,759 shares 77,759 $56.6M 3.06% -5,388 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,706 shares; 2024Q4: 194,699 shares; 2025Q1: 168,062 shares; 2025Q2: 169,682 shares; 2025Q3: 168,490 shares; 2025Q4: 164,603 shares; 2026Q1: 154,975 shares 154,975 $48.2M 2.61% -9,628 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,473 shares; 2024Q4: 409,339 shares; 2025Q1: 333,915 shares; 2025Q2: 339,532 shares; 2025Q3: 330,695 shares; 2025Q4: 294,873 shares; 2026Q1: 269,535 shares 269,535 $45.7M 2.48% -25,338 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,737 shares; 2024Q4: 456,569 shares; 2025Q1: 377,467 shares; 2025Q2: 382,369 shares; 2025Q3: 381,925 shares; 2025Q4: 339,058 shares; 2026Q1: 314,438 shares 314,438 $36.4M 1.97% -24,620 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,069 shares; 2024Q4: 255,974 shares; 2025Q1: 226,321 shares; 2025Q2: 195,122 shares; 2025Q3: 193,820 shares; 2025Q4: 186,218 shares; 2026Q1: 175,647 shares 175,647 $35.7M 1.93% -10,571 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 453,045 shares; 2025Q1: 376,279 shares; 2025Q2: 331,976 shares; 2025Q3: 327,599 shares; 2025Q4: 310,502 shares; 2026Q1: 277,186 shares 277,186 $35M 1.9% -33,316 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,285 shares; 2024Q4: 269,437 shares; 2025Q1: 213,731 shares; 2025Q2: 215,094 shares; 2025Q3: 214,056 shares; 2025Q4: 206,052 shares; 2026Q1: 188,269 shares 188,269 $34.8M 1.88% -17,783 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 547,230 shares; 2025Q1: 460,269 shares; 2025Q2: 467,986 shares; 2025Q3: 470,442 shares; 2025Q4: 454,522 shares; 2026Q1: 413,919 shares 413,919 $34.6M 1.88% -40,603 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,214 shares; 2024Q4: 223,168 shares; 2025Q1: 180,422 shares; 2025Q2: 179,819 shares; 2025Q3: 178,496 shares; 2025Q4: 170,769 shares; 2026Q1: 156,191 shares 156,191 $34.2M 1.85% -14,578 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,823 shares; 2024Q4: 133,402 shares; 2025Q1: 108,441 shares; 2025Q2: 109,703 shares; 2025Q3: 109,144 shares; 2025Q4: 101,170 shares; 2026Q1: 93,789 shares 93,789 $34.1M 1.84% -7,381 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918,687 shares; 2024Q4: 908,113 shares; 2025Q1: 742,031 shares; 2025Q2: 751,103 shares; 2025Q3: 752,993 shares; 2025Q4: 719,205 shares; 2026Q1: 669,518 shares 669,518 $33.6M 1.82% -49,687 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,575 shares; 2024Q4: 94,485 shares; 2025Q1: 77,608 shares; 2025Q2: 86,057 shares; 2025Q3: 97,935 shares; 2025Q4: 94,731 shares; 2026Q1: 89,590 shares 89,590 $32.6M 1.76% -5,141 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,474 shares; 2024Q4: 84,282 shares; 2025Q1: 72,024 shares; 2025Q2: 72,433 shares; 2025Q3: 71,392 shares; 2025Q4: 69,090 shares; 2026Q1: 64,596 shares 64,596 $32.3M 1.75% -4,494 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,283 shares; 2024Q4: 489,327 shares; 2025Q1: 398,784 shares; 2025Q2: 423,429 shares; 2025Q3: 421,815 shares; 2025Q4: 284,670 shares; 2026Q1: 258,281 shares 258,281 $32.1M 1.74% -26,389 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,300 shares; 2024Q4: 41,379 shares; 2025Q1: 34,286 shares; 2025Q2: 36,702 shares; 2025Q3: 35,898 shares; 2025Q4: 34,863 shares; 2026Q1: 32,064 shares 32,064 $31.9M 1.73% -2,799 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,124 shares; 2024Q4: 201,143 shares; 2025Q1: 176,510 shares; 2025Q2: 149,975 shares; 2025Q3: 148,343 shares; 2025Q4: 142,825 shares; 2026Q1: 114,961 shares 114,961 $29.9M 1.62% -27,864 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,512 shares; 2025Q1: 2,182 shares; 2025Q2: 12,000 shares; 2025Q3: 11,648 shares; 2025Q4: 94,608 shares; 2026Q1: 100,440 shares 100,440 $29.7M 1.61% +5,832 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,769 shares; 2024Q4: 180,306 shares; 2025Q1: 144,677 shares; 2025Q2: 166,076 shares; 2025Q3: 165,864 shares; 2025Q4: 158,404 shares; 2026Q1: 149,485 shares 149,485 $29M 1.57% -8,919 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,447 shares; 2024Q4: 106,107 shares; 2025Q1: 87,942 shares; 2025Q2: 97,330 shares; 2025Q3: 96,654 shares; 2025Q4: 93,021 shares; 2026Q1: 87,391 shares 87,391 $28M 1.52% -5,630 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,407 shares; 2024Q4: 212,142 shares; 2025Q1: 172,260 shares; 2025Q2: 174,525 shares; 2025Q3: 174,046 shares; 2025Q4: 141,951 shares; 2026Q1: 128,402 shares 128,402 $27.9M 1.51% -13,549 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,207 shares; 2024Q4: 68,221 shares; 2025Q1: 208,225 shares; 2025Q2: 213,198 shares; 2025Q3: 212,983 shares; 2025Q4: 202,332 shares; 2026Q1: 192,745 shares 192,745 $27.8M 1.51% -9,587 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,931 shares; 2024Q4: 280,011 shares; 2025Q1: 236,728 shares; 2025Q2: 238,598 shares; 2025Q3: 234,591 shares; 2025Q4: 227,837 shares; 2026Q1: 211,684 shares 211,684 $27.3M 1.48% -16,153 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,549 shares; 2024Q4: 143,366 shares; 2025Q1: 123,562 shares; 2025Q2: 124,890 shares; 2025Q3: 125,990 shares; 2025Q4: 133,936 shares; 2026Q1: 125,858 shares 125,858 $27.3M 1.48% -8,078 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,224 shares; 2024Q4: 108,662 shares; 2025Q1: 88,479 shares; 2025Q2: 106,293 shares; 2025Q3: 121,270 shares; 2025Q4: 116,749 shares; 2026Q1: 126,620 shares 126,620 $25.1M 1.36% +9,871 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,760 shares; 2024Q4: 80,337 shares; 2025Q1: 63,663 shares; 2025Q2: 65,037 shares; 2025Q3: 64,389 shares; 2025Q4: 62,964 shares; 2026Q1: 57,593 shares 57,593 $25M 1.35% -5,371 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,223 shares; 2024Q4: 110,173 shares; 2025Q1: 109,185 shares; 2025Q2: 86,376 shares; 2025Q3: 85,149 shares; 2025Q4: 83,913 shares; 2026Q1: 83,156 shares 83,156 $24.5M 1.32% -757 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,067 shares; 2024Q4: 104,311 shares; 2025Q1: 84,836 shares; 2025Q2: 85,398 shares; 2025Q3: 84,085 shares; 2025Q4: 80,912 shares; 2026Q1: 73,889 shares 73,889 $24.3M 1.31% -7,023 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,483 shares; 2024Q4: 406,516 shares; 2025Q1: 328,867 shares; 2025Q2: 329,573 shares; 2025Q3: 323,743 shares; 2025Q4: 311,111 shares; 2026Q1: 284,092 shares 284,092 $24.1M 1.31% -27,019 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,117 shares; 2024Q4: 126,815 shares; 2025Q1: 105,696 shares; 2025Q2: 119,309 shares; 2025Q3: 118,221 shares; 2025Q4: 114,224 shares; 2026Q1: 105,783 shares 105,783 $23.4M 1.27% -8,441 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,008 shares; 2024Q4: 789,672 shares; 2025Q1: 649,542 shares; 2025Q2: 701,884 shares; 2025Q3: 682,517 shares; 2025Q4: 552,579 shares; 2026Q1: 511,499 shares 511,499 $23.2M 1.25% -41,080 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,544 shares; 2024Q4: 131,327 shares; 2025Q1: 109,272 shares; 2025Q2: 110,394 shares; 2025Q3: 109,053 shares; 2025Q4: 75,645 shares; 2026Q1: 69,668 shares 69,668 $22.9M 1.24% -5,977 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,870 shares; 2024Q4: 164,952 shares; 2025Q1: 131,996 shares; 2025Q2: 132,893 shares; 2025Q3: 132,319 shares; 2025Q4: 118,182 shares; 2026Q1: 108,648 shares 108,648 $22.8M 1.24% -9,534 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,697 shares; 2024Q4: 282,078 shares; 2025Q1: 242,733 shares; 2025Q2: 244,726 shares; 2025Q3: 243,636 shares; 2025Q4: 235,881 shares; 2026Q1: 217,223 shares 217,223 $22.3M 1.21% -18,658 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,311 shares; 2025Q2: 3,142 shares; 2025Q3: 5,453 shares; 2025Q4: 88,440 shares; 2026Q1: 115,066 shares 115,066 $21.8M 1.18% +26,626 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,535 shares; 2024Q4: 70,354 shares; 2025Q1: 55,954 shares; 2025Q2: 61,209 shares; 2025Q3: 60,627 shares; 2025Q4: 55,269 shares; 2026Q1: 51,021 shares 51,021 $21.7M 1.17% -4,248 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 6,763 shares; 2025Q1: 6,697 shares; 2025Q2: 6,397 shares; 2025Q3: 5,857 shares; 2025Q4: 5,628 shares; 2026Q1: 79,207 shares 79,207 $21.1M 1.14% +73,579 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,686 shares; 2024Q4: 238,786 shares; 2025Q1: 233,025 shares; 2025Q2: 233,456 shares; 2025Q3: 231,924 shares; 2025Q4: 227,407 shares; 2026Q1: 226,440 shares 226,440 $21M 1.14% -967 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,002 shares; 2024Q4: 156,740 shares; 2025Q1: 126,732 shares; 2025Q2: 141,665 shares; 2025Q3: 140,612 shares; 2025Q4: 134,359 shares; 2026Q1: 123,111 shares 123,111 $20.8M 1.13% -11,248 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,688 shares; 2025Q1: 3,646 shares; 2025Q2: 158,165 shares; 2025Q3: 158,580 shares; 2025Q4: 194,025 shares; 2026Q1: 226,158 shares 226,158 $20.3M 1.1% +32,133 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,485 shares; 2024Q4: 39,486 shares; 2025Q1: 39,398 shares; 2025Q2: 29,807 shares; 2025Q3: 29,227 shares; 2025Q4: 28,663 shares; 2026Q1: 28,643 shares 28,643 $20.3M 1.1% -20 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,908 shares; 2024Q4: 29,628 shares; 2025Q1: 24,009 shares; 2025Q2: 24,202 shares; 2025Q3: 24,127 shares; 2025Q4: 22,651 shares; 2026Q1: 20,392 shares 20,392 $20M 1.08% -2,259 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,980 shares; 2024Q4: 108,769 shares; 2025Q1: 107,829 shares; 2025Q2: 82,735 shares; 2025Q3: 81,913 shares; 2025Q4: 80,928 shares; 2026Q1: 79,864 shares 79,864 $19.5M 1.06% -1,064 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,820 shares; 2024Q4: 515,287 shares; 2025Q1: 431,695 shares; 2025Q2: 447,374 shares; 2025Q3: 443,288 shares; 2025Q4: 390,419 shares; 2026Q1: 362,547 shares 362,547 $18.3M 0.99% -27,872 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,238 shares; 2024Q4: 55,480 shares; 2025Q1: 45,770 shares; 2025Q2: 50,129 shares; 2025Q3: 49,417 shares; 2025Q4: 45,446 shares; 2026Q1: 41,692 shares 41,692 $18M 0.98% -3,754 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,208 shares; 2024Q4: 468,274 shares; 2025Q1: 382,753 shares; 2025Q2: 750,155 shares; 2025Q3: 563,828 shares; 2025Q4: 541,595 shares; 2026Q1: 377,076 shares 377,076 $17.5M 0.95% -164,519 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,064 shares; 2024Q4: 218,953 shares; 2025Q1: 175,674 shares; 2025Q2: 179,016 shares; 2025Q3: 178,939 shares; 2025Q4: 142,142 shares; 2026Q1: 126,235 shares 126,235 $17.2M 0.93% -15,907 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,618 shares; 2024Q4: 194,112 shares; 2025Q1: 155,838 shares; 2025Q2: 156,706 shares; 2025Q3: 154,779 shares; 2025Q4: 127,514 shares; 2026Q1: 114,192 shares 114,192 $16.5M 0.89% -13,322 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,065 shares; 2024Q4: 57,359 shares; 2025Q1: 55,360 shares; 2025Q2: 46,225 shares; 2025Q3: 45,342 shares; 2025Q4: 45,161 shares; 2026Q1: 44,418 shares 44,418 $15.2M 0.83% -743 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,145 shares; 2024Q4: 129,918 shares; 2025Q1: 106,212 shares; 2025Q2: 106,098 shares; 2025Q3: 106,516 shares; 2025Q4: 102,663 shares; 2026Q1: 92,081 shares 92,081 $14.6M 0.79% -10,582 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 28,293 shares; 2025Q1: 31,123 shares; 2025Q2: 47,631 shares; 2025Q3: 48,704 shares; 2025Q4: 47,588 shares; 2026Q1: 46,963 shares 46,963 $13.5M 0.73% -625 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,604 shares; 2024Q4: 365,321 shares; 2025Q1: 294,089 shares; 2025Q2: 298,456 shares; 2025Q3: 291,004 shares; 2025Q4: 255,022 shares; 2026Q1: 233,670 shares 233,670 $13.5M 0.73% -21,352 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,497 shares; 2024Q4: 129,385 shares; 2025Q1: 102,720 shares; 2025Q2: 103,671 shares; 2025Q3: 102,770 shares; 2025Q4: 92,171 shares; 2026Q1: 82,060 shares 82,060 $13.3M 0.72% -10,111 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,730 shares; 2024Q4: 148,333 shares; 2025Q1: 123,285 shares; 2025Q2: 127,643 shares; 2025Q3: 123,176 shares; 2025Q4: 112,174 shares; 2026Q1: 106,920 shares 106,920 $12.6M 0.68% -5,254 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,447 shares; 2024Q4: 122,306 shares; 2025Q1: 110,035 shares; 2025Q2: 112,298 shares; 2025Q3: 108,749 shares; 2025Q4: 107,734 shares; 2026Q1: 101,744 shares 101,744 $11.1M 0.6% -5,990 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,941 shares; 2024Q4: 56,677 shares; 2025Q1: 50,606 shares; 2025Q2: 51,518 shares; 2025Q3: 51,865 shares; 2025Q4: 48,727 shares; 2026Q1: 45,567 shares 45,567 $11M 0.6% -3,160 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,125 shares; 2024Q4: 90,401 shares; 2025Q1: 76,495 shares; 2025Q2: 77,560 shares; 2025Q3: 75,853 shares; 2025Q4: 72,570 shares; 2026Q1: 69,875 shares 69,875 $9.74M 0.53% -2,695 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,492 shares; 2024Q4: 95,563 shares; 2025Q1: 95,533 shares; 2025Q2: 95,433 shares; 2025Q3: 94,605 shares; 2025Q4: 94,105 shares; 2026Q1: 93,383 shares 93,383 $9.28M 0.5% -722 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,564 shares; 2024Q4: 38,586 shares; 2025Q1: 38,477 shares; 2025Q2: 37,766 shares; 2025Q3: 37,317 shares; 2025Q4: 37,107 shares; 2026Q1: 37,096 shares 37,096 $9M 0.49% -11 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,291 shares; 2024Q4: 78,487 shares; 2025Q1: 76,042 shares; 2025Q2: 53,516 shares; 2025Q3: 53,343 shares; 2025Q4: 52,534 shares; 2026Q1: 51,903 shares 51,903 $8.06M 0.44% -631 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 31,306 shares; 2025Q1: 35,574 shares; 2025Q2: 42,694 shares; 2025Q3: 41,634 shares; 2025Q4: 41,297 shares; 2026Q1: 45,375 shares 45,375 $7.91M 0.43% +4,078 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,450 shares; 2024Q4: 111,198 shares; 2025Q1: 93,160 shares; 2025Q2: 95,635 shares; 2025Q3: 90,621 shares; 2025Q4: 89,770 shares; 2026Q1: 86,960 shares 86,960 $7.86M 0.43% -2,810 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,406 shares; 2024Q4: 70,354 shares; 2025Q1: 54,056 shares; 2025Q2: 34,550 shares; 2025Q3: 34,552 shares; 2025Q4: 34,400 shares; 2026Q1: 24,175 shares 24,175 $7.35M 0.4% -10,225 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,057 shares; 2024Q4: 66,705 shares; 2025Q1: 64,931 shares; 2025Q2: 33,692 shares; 2025Q3: 33,645 shares; 2025Q4: 33,452 shares; 2026Q1: 32,951 shares 32,951 $6.82M 0.37% -501 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 28,877 shares; 2025Q1: 24,507 shares; 2025Q2: 24,681 shares; 2025Q3: 24,219 shares; 2025Q4: 22,392 shares; 2026Q1: 21,242 shares 21,242 $6.17M 0.33% -1,150 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,826 shares; 2024Q4: 35,179 shares; 2025Q1: 37,029 shares; 2025Q2: 43,732 shares; 2025Q3: 46,407 shares; 2025Q4: 59,982 shares; 2026Q1: 76,262 shares 76,262 $5.84M 0.32% +16,280 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,633 shares; 2024Q4: 72,743 shares; 2025Q1: 72,127 shares; 2025Q2: 31,101 shares; 2025Q3: 30,094 shares; 2025Q4: 29,605 shares; 2026Q1: 29,502 shares 29,502 $5.69M 0.31% -103 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,334 shares; 2024Q4: 62,401 shares; 2025Q1: 62,173 shares; 2025Q2: 35,210 shares; 2025Q3: 35,160 shares; 2025Q4: 35,225 shares; 2026Q1: 35,208 shares 35,208 $5.38M 0.29% -17 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,388 shares; 2024Q4: 31,474 shares; 2025Q1: 30,340 shares; 2025Q2: 10,744 shares; 2025Q3: 10,931 shares; 2025Q4: 10,352 shares; 2026Q1: 9,917 shares 9,917 $4.92M 0.27% -435 O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,537 shares; 2024Q4: 94,774 shares; 2025Q1: 79,896 shares; 2025Q2: 82,230 shares; 2025Q3: 83,410 shares; 2025Q4: 79,309 shares; 2026Q1: 75,806 shares 75,806 $4.64M 0.25% -3,503 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,775 shares; 2024Q4: 72,027 shares; 2025Q1: 58,850 shares; 2025Q2: 60,187 shares; 2025Q3: 55,350 shares; 2025Q4: 53,236 shares; 2026Q1: 50,691 shares 50,691 $4.39M 0.24% -2,545 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,419 shares; 2024Q4: 280,666 shares; 2025Q1: 223,270 shares; 2025Q2: 225,964 shares; 2025Q3: 228,899 shares; 2025Q4: 220,100 shares; 2026Q1: 35,043 shares 35,043 $4.22M 0.23% -185,057 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,807 shares; 2024Q4: 21,547 shares; 2025Q1: 21,687 shares; 2025Q2: 21,241 shares; 2025Q3: 20,511 shares; 2025Q4: 20,634 shares; 2026Q1: 20,116 shares 20,116 $4.19M 0.23% -518 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,942 shares; 2025Q1: 5,122 shares; 2025Q2: 4,872 shares; 2025Q3: 4,686 shares; 2025Q4: 4,304 shares; 2026Q1: 4,511 shares 4,511 $4.15M 0.22% +207 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,531 shares; 2024Q4: 13,351 shares; 2025Q1: 13,345 shares; 2025Q2: 13,632 shares; 2025Q3: 13,666 shares; 2025Q4: 13,327 shares; 2026Q1: 13,393 shares 13,393 $4.05M 0.22% +66 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,593 shares; 2025Q1: 5,834 shares; 2025Q2: 8,554 shares; 2025Q3: 9,993 shares; 2025Q4: 12,466 shares; 2026Q1: 12,479 shares 12,479 $3.86M 0.21% +13 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,799 shares; 2024Q4: 99,794 shares; 2025Q1: 98,690 shares; 2025Q2: 49,568 shares; 2025Q3: 49,583 shares; 2025Q4: 49,191 shares; 2026Q1: 48,518 shares 48,518 $3.69M 0.2% -673 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,800 shares; 2024Q4: 54,144 shares; 2025Q1: 53,164 shares; 2025Q2: 49,736 shares; 2025Q3: 42,805 shares; 2025Q4: 38,900 shares; 2026Q1: 37,661 shares 37,661 $3.37M 0.18% -1,239 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,647 shares; 2024Q4: 15,403 shares; 2025Q1: 21,617 shares; 2025Q2: 26,881 shares; 2025Q3: 28,560 shares; 2025Q4: 35,629 shares; 2026Q1: 47,647 shares 47,647 $3.05M 0.17% +12,018 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,616 shares; 2024Q4: 15,225 shares; 2025Q1: 14,691 shares; 2025Q2: 15,383 shares; 2025Q3: 18,079 shares; 2025Q4: 29,888 shares; 2026Q1: 29,070 shares 29,070 $2.89M 0.16% -818 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 6,853 shares; 2025Q1: 6,836 shares; 2025Q2: 6,702 shares; 2025Q3: 6,825 shares; 2025Q4: 5,274 shares; 2026Q1: 4,915 shares 4,915 $2.77M 0.15% -359 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,949 shares; 2024Q4: 35,899 shares; 2025Q1: 32,234 shares; 2025Q2: 13,331 shares; 2025Q3: 12,826 shares; 2025Q4: 12,687 shares; 2026Q1: 12,569 shares 12,569 $2.61M 0.14% -118 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,628 shares; 2024Q4: 10,481 shares; 2025Q1: 9,247 shares; 2025Q2: 8,595 shares; 2025Q3: 8,388 shares; 2025Q4: 8,234 shares; 2026Q1: 8,132 shares 8,132 $2.33M 0.13% -102 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,152 shares; 2024Q4: 64,422 shares; 2025Q1: 63,274 shares; 2025Q2: 39,241 shares; 2025Q3: 39,241 shares; 2025Q4: 38,433 shares; 2026Q1: 38,433 shares 38,433 $2.16M 0.12% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,279 shares; 2024Q4: 13,904 shares; 2025Q1: 13,488 shares; 2025Q2: 23,968 shares; 2025Q3: 26,427 shares; 2025Q4: 25,734 shares; 2026Q1: 25,865 shares 25,865 $1.93M 0.1% +131 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,606 shares; 2025Q1: 4,894 shares; 2025Q2: 5,009 shares; 2025Q3: 5,034 shares; 2025Q4: 5,034 shares; 2026Q1: 5,034 shares 5,034 $1.93M 0.1% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,192 shares; 2024Q4: 39,529 shares; 2025Q1: 4,813 shares; 2025Q2: 3,399 shares; 2025Q3: 2,608 shares; 2025Q4: 2,586 shares; 2026Q1: 1,983 shares 1,983 $1.91M 0.1% -603 QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,391 shares; 2025Q1: 3,123 shares; 2025Q2: 3,211 shares; 2025Q3: 3,193 shares; 2025Q4: 3,140 shares; 2026Q1: 3,213 shares 3,213 $1.85M 0.1% +73 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,415 shares; 2024Q4: 84,623 shares; 2025Q1: 81,829 shares; 2025Q2: 68,988 shares; 2025Q3: 73,368 shares; 2025Q4: 71,369 shares; 2026Q1: 69,020 shares 69,020 $1.66M 0.09% -2,349 Timeline Vanguard Total Bond Market … Vanguard Total Bond Market ETF More: the full row for Vanguard Total Bond Market ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,959 shares; 2025Q1: 13,370 shares; 2025Q2: 13,342 shares; 2025Q3: 14,065 shares; 2025Q4: 23,152 shares; 2026Q1: 22,386 shares 22,386 $1.65M 0.09% -766 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 12,522 shares; 2025Q1: 13,991 shares; 2025Q2: 15,664 shares; 2025Q3: 16,592 shares; 2025Q4: 19,476 shares; 2026Q1: 24,292 shares 24,292 $1.64M 0.09% +4,816 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,392 shares; 2024Q4: 38,184 shares; 2025Q1: 38,035 shares; 2025Q2: 17,762 shares; 2025Q3: 17,767 shares; 2025Q4: 16,962 shares; 2026Q1: 16,881 shares 16,881 $1.63M 0.09% -81 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,905 shares; 2024Q4: 108,156 shares; 2025Q1: 104,148 shares; 2025Q2: 84,284 shares; 2025Q3: 90,032 shares; 2025Q4: 87,611 shares; 2026Q1: 84,715 shares 84,715 $1.59M 0.09% -2,896 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,197 shares; 2025Q1: 917 shares; 2025Q2: 999 shares; 2025Q3: 568 shares; 2025Q4: 1,135 shares; 2026Q1: 4,440 shares 4,440 $1.57M 0.09% +3,305 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 3,539 shares; 2025Q1: 2,671 shares; 2025Q2: 2,380 shares; 2025Q3: 2,378 shares; 2025Q4: 6,557 shares; 2026Q1: 2,388 shares 2,388 $1.55M 0.08% -4,169 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,344 shares; 2024Q4: 13,959 shares; 2025Q1: 14,159 shares; 2025Q2: 14,339 shares; 2025Q3: 14,339 shares; 2025Q4: 13,939 shares; 2026Q1: 13,939 shares 13,939 $1.55M 0.08% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,267 shares; 2024Q4: 35,354 shares; 2025Q1: 34,204 shares; 2025Q2: 33,862 shares; 2025Q3: 31,352 shares; 2025Q4: 29,372 shares; 2026Q1: 28,832 shares 28,832 $1.53M 0.08% -540 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 3,240 shares; 2025Q2: 3,490 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,442 shares 3,442 $1.48M 0.08% +2 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,330 shares; 2025Q1: 1,546 shares; 2025Q2: 9,663 shares; 2025Q3: 9,544 shares; 2025Q4: 8,755 shares; 2026Q1: 8,680 shares 8,680 $1.47M 0.08% -75 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,260 shares; 2024Q4: 36,050 shares; 2025Q1: 39,305 shares; 2025Q2: 38,906 shares; 2025Q3: 49,197 shares; 2025Q4: 47,660 shares; 2026Q1: 51,083 shares 51,083 $1.43M 0.08% +3,423 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,787 shares; 2025Q1: 2,950 shares; 2025Q2: 3,250 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $1.4M 0.08% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,637 shares; 2025Q1: 6,005 shares; 2025Q2: 6,301 shares; 2025Q3: 6,555 shares; 2025Q4: 6,260 shares; 2026Q1: 7,012 shares 7,012 $1.39M 0.08% +752 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 7,022 shares; 2025Q1: 7,022 shares; 2025Q2: 7,722 shares; 2025Q3: 7,555 shares; 2025Q4: 7,085 shares; 2026Q1: 5,933 shares 5,933 $1.34M 0.07% -1,152 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 11,794 shares; 2025Q1: 11,353 shares; 2025Q2: 10,917 shares; 2025Q3: 10,298 shares; 2025Q4: 9,488 shares; 2026Q1: 9,142 shares 9,142 $1.28M 0.07% -346 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,281 shares; 2025Q1: 1,309 shares; 2025Q2: 1,370 shares; 2025Q3: 1,372 shares; 2025Q4: 1,173 shares; 2026Q1: 2,075 shares 2,075 $1.24M 0.07% +902 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,191 shares; 2024Q4: 9,400 shares; 2025Q1: 6,510 shares; 2025Q2: 7,400 shares; 2025Q3: 7,568 shares; 2025Q4: 6,019 shares; 2026Q1: 3,833 shares 3,833 $1.22M 0.07% -2,186 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,470 shares; 2024Q4: 23,149 shares; 2025Q1: 22,632 shares; 2025Q2: 17,347 shares; 2025Q3: 15,727 shares; 2025Q4: 15,217 shares; 2026Q1: 14,640 shares 14,640 $1.21M 0.07% -577 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,668 shares; 2024Q4: 14,868 shares; 2025Q1: 14,174 shares; 2025Q2: 13,502 shares; 2025Q3: 11,677 shares; 2025Q4: 11,677 shares; 2026Q1: 10,494 shares 10,494 $1.21M 0.07% -1,183 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 6,389 shares; 2025Q1: 6,365 shares; 2025Q2: 6,395 shares; 2025Q3: 6,395 shares; 2025Q4: 6,328 shares; 2026Q1: 9,103 shares 9,103 $1.19M 0.06% +2,775 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 10,128 shares; 2025Q1: 14,194 shares; 2025Q2: 18,216 shares; 2025Q3: 19,304 shares; 2025Q4: 32,235 shares; 2026Q1: 40,850 shares 40,850 $1.19M 0.06% +8,615 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,349 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $1.18M 0.06% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,492 shares; 2024Q4: 14,992 shares; 2025Q1: 18,392 shares; 2025Q2: 21,392 shares; 2025Q3: 21,392 shares; 2025Q4: 21,392 shares; 2026Q1: 21,392 shares 21,392 $1.18M 0.06% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 18,756 shares; 2025Q1: 17,892 shares; 2025Q2: 17,604 shares; 2025Q3: 19,313 shares; 2025Q4: 18,814 shares; 2026Q1: 16,113 shares 16,113 $1.17M 0.06% -2,701 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,339 shares; 2025Q1: 2,066 shares; 2025Q2: 2,062 shares; 2025Q3: 1,762 shares; 2025Q4: 1,862 shares; 2026Q1: 1,852 shares 1,852 $1.12M 0.06% -10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 10,141 shares; 2025Q1: 10,081 shares; 2025Q2: 10,561 shares; 2025Q3: 10,561 shares; 2025Q4: 9,529 shares; 2026Q1: 8,501 shares 8,501 $1.11M 0.06% -1,028 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,460 shares; 2024Q4: 27,460 shares; 2025Q1: 21,753 shares; 2025Q2: 20,150 shares; 2025Q3: 18,950 shares; 2025Q4: 18,950 shares; 2026Q1: 20,623 shares 20,623 $1.09M 0.06% +1,673 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,718 shares; 2024Q4: 26,368 shares; 2025Q1: 23,010 shares; 2025Q2: 22,690 shares; 2025Q3: 23,607 shares; 2025Q4: 21,860 shares; 2026Q1: 20,481 shares 20,481 $1.07M 0.06% -1,379 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,175 shares; 2025Q4: 9,195 shares; 2026Q1: 13,920 shares 13,920 $1.05M 0.06% +4,725 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $1.04M 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,765 shares; 2025Q3: 2,885 shares; 2025Q4: 2,874 shares; 2026Q1: 2,874 shares 2,874 $1.03M 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 4,967 shares; 2025Q3: 5,037 shares; 2025Q4: 5,000 shares; 2026Q1: 5,006 shares 5,006 $1.02M 0.06% +6 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 6,103 shares; 2025Q3: 6,423 shares; 2025Q4: 11,137 shares; 2026Q1: 14,314 shares 14,314 $998K 0.05% +3,177 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 20,053 shares; 2025Q1: 15,412 shares; 2025Q2: 17,470 shares; 2025Q3: 16,622 shares; 2025Q4: 15,075 shares; 2026Q1: 12,628 shares 12,628 $980K 0.05% -2,447 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,023 shares; 2025Q1: 1,013 shares; 2025Q2: 1,016 shares; 2025Q3: 1,002 shares; 2025Q4: 10,090 shares; 2026Q1: 10,107 shares 10,107 $972K 0.05% +17 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,971 shares; 2024Q4: 10,971 shares; 2025Q1: 10,971 shares; 2025Q2: 10,820 shares; 2025Q3: 10,505 shares; 2025Q4: 10,505 shares; 2026Q1: 9,505 shares 9,505 $956K 0.05% -1,000 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,555 shares; 2025Q1: 2,856 shares; 2025Q2: 2,939 shares; 2025Q3: 2,559 shares; 2025Q4: 2,670 shares; 2026Q1: 2,558 shares 2,558 $951K 0.05% -112 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,925 shares; 2026Q1: 22,725 shares 22,725 $946K 0.05% +2,800 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,500 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares; 2025Q4: 8,516 shares; 2026Q1: 8,216 shares 8,216 $932K 0.05% -300 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,005 shares; 2024Q4: 58,768 shares; 2025Q1: 63,405 shares; 2025Q2: 63,576 shares; 2025Q3: 59,128 shares; 2025Q4: 56,429 shares; 2026Q1: 50,508 shares 50,508 $928K 0.05% -5,921 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,561 shares; 2025Q1: 5,471 shares; 2025Q2: 5,383 shares; 2025Q3: 5,083 shares; 2025Q4: 5,361 shares; 2026Q1: 5,362 shares 5,362 $905K 0.05% +1 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 4,742 shares; 2025Q1: 4,714 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares; 2026Q1: 4,607 shares 4,607 $904K 0.05% -122 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 846 shares; 2025Q2: 1,678 shares; 2025Q3: 1,041 shares; 2025Q4: 678 shares; 2026Q1: 679 shares 679 $897K 0.05% +1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,598 shares; 2025Q1: 3,696 shares; 2025Q2: 3,740 shares; 2025Q3: 3,510 shares; 2025Q4: 3,282 shares; 2026Q1: 3,090 shares 3,090 $887K 0.05% -192 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,266 shares; 2024Q4: 12,289 shares; 2025Q1: 10,922 shares; 2025Q2: 11,025 shares; 2025Q3: 11,014 shares; 2025Q4: 11,014 shares; 2026Q1: 10,965 shares 10,965 $871K 0.05% -49 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 3,208 shares 3,208 $868K 0.05% +700 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,928 shares; 2025Q3: 1,828 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $855K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,266 shares; 2025Q1: 3,070 shares; 2025Q2: 3,087 shares; 2025Q3: 2,958 shares; 2025Q4: 2,511 shares; 2026Q1: 2,521 shares 2,521 $852K 0.05% +10 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,332 shares; 2024Q4: 21,323 shares; 2025Q1: 22,273 shares; 2025Q2: 22,325 shares; 2025Q3: 14,325 shares; 2025Q4: 14,004 shares; 2026Q1: 11,729 shares 11,729 $844K 0.05% -2,275 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,388 shares; 2024Q4: 37,398 shares; 2025Q1: 37,407 shares; 2025Q2: 37,521 shares; 2025Q3: 27,129 shares; 2025Q4: 26,038 shares; 2026Q1: 28,967 shares 28,967 $840K 0.05% +2,929 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,227 shares; 2025Q1: 4,251 shares; 2025Q2: 5,434 shares; 2025Q3: 4,809 shares; 2025Q4: 5,011 shares; 2026Q1: 3,529 shares 3,529 $834K 0.05% -1,482 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,481 shares; 2025Q1: 4,536 shares; 2025Q2: 4,411 shares; 2025Q3: 4,411 shares; 2025Q4: 4,761 shares; 2026Q1: 5,472 shares 5,472 $829K 0.04% +711 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 5,609 shares; 2025Q1: 8,030 shares; 2025Q2: 6,939 shares; 2025Q3: 4,189 shares; 2025Q4: 7,780 shares; 2026Q1: 10,230 shares 10,230 $824K 0.04% +2,450 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,224 shares; 2025Q2: 13,517 shares; 2025Q3: 15,667 shares; 2025Q4: 17,154 shares; 2026Q1: 19,282 shares 19,282 $821K 0.04% +2,128 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 857 shares; 2026Q1: 957 shares 957 $810K 0.04% +100 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 543 shares; 2025Q1: 594 shares; 2025Q2: 724 shares; 2025Q3: 771 shares; 2025Q4: 3,717 shares; 2026Q1: 7,482 shares 7,482 $782K 0.04% +3,765 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,803 shares; 2025Q1: 4,691 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,471 shares; 2026Q1: 4,110 shares 4,110 $767K 0.04% -361 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 953 shares; 2025Q1: 993 shares; 2025Q2: 1,111 shares; 2025Q3: 1,311 shares; 2025Q4: 1,248 shares; 2026Q1: 1,335 shares 1,335 $764K 0.04% +87 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares; 2026Q1: 3,079 shares 3,079 $764K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 607 shares; 2025Q2: 1,753 shares; 2025Q3: 1,807 shares; 2025Q4: 1,710 shares; 2026Q1: 1,741 shares 1,741 $760K 0.04% +31 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,012 shares; 2025Q1: 5,423 shares; 2025Q2: 4,247 shares; 2025Q3: 3,386 shares; 2025Q4: 3,144 shares; 2026Q1: 5,411 shares 5,411 $749K 0.04% +2,267 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,514 shares; 2025Q1: 6,844 shares; 2025Q2: 6,923 shares; 2025Q3: 7,268 shares; 2025Q4: 9,011 shares; 2026Q1: 13,531 shares 13,531 $731K 0.04% +4,520 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,963 shares; 2025Q1: 7,313 shares; 2025Q2: 6,408 shares; 2025Q3: 4,308 shares; 2025Q4: 4,363 shares; 2026Q1: 4,883 shares 4,883 $716K 0.04% +520 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 7,495 shares; 2025Q1: 7,995 shares; 2025Q2: 7,900 shares; 2025Q3: 8,100 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares 15,400 $707K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,312 shares; 2026Q1: 1,299 shares 1,299 $699K 0.04% -13 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,669 shares; 2025Q1: 3,392 shares; 2025Q2: 4,483 shares; 2025Q3: 4,815 shares; 2025Q4: 4,872 shares; 2026Q1: 3,819 shares 3,819 $696K 0.04% -1,053 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,738 shares; 2025Q1: 2,099 shares; 2025Q2: 2,669 shares; 2025Q3: 2,563 shares; 2025Q4: 2,603 shares; 2026Q1: 1,964 shares 1,964 $691K 0.04% -639 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,876 shares; 2025Q1: 7,731 shares; 2025Q2: 7,753 shares; 2025Q3: 7,552 shares; 2025Q4: 7,694 shares; 2026Q1: 7,369 shares 7,369 $685K 0.04% -325 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,593 shares; 2024Q4: 22,494 shares; 2025Q1: 22,348 shares; 2025Q2: 23,807 shares; 2025Q3: 25,568 shares; 2025Q4: 25,296 shares; 2026Q1: 28,118 shares 28,118 $682K 0.04% +2,822 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 1,128 shares; 2025Q1: 973 shares; 2025Q2: 1,178 shares; 2025Q3: 1,131 shares; 2025Q4: 1,020 shares; 2026Q1: 1,036 shares 1,036 $677K 0.04% +16 EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,241 shares; 2024Q4: 14,641 shares; 2025Q1: 14,641 shares; 2025Q2: 14,641 shares; 2025Q3: 14,241 shares; 2025Q4: 14,241 shares; 2026Q1: 17,022 shares 17,022 $644K 0.03% +2,781 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,234 shares; 2025Q1: 7,986 shares; 2025Q2: 9,177 shares; 2025Q3: 9,252 shares; 2025Q4: 8,979 shares; 2026Q1: 6,976 shares 6,976 $643K 0.03% -2,003 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,713 shares; 2024Q4: 22,723 shares; 2025Q1: 22,474 shares; 2025Q2: 23,937 shares; 2025Q3: 25,350 shares; 2025Q4: 25,071 shares; 2026Q1: 25,823 shares 25,823 $626K 0.03% +752 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,594 shares; 2026Q1: 28,496 shares 28,496 $624K 0.03% +902 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,498 shares; 2024Q4: 21,509 shares; 2025Q1: 21,044 shares; 2025Q2: 22,450 shares; 2025Q3: 24,132 shares; 2025Q4: 23,875 shares; 2026Q1: 24,579 shares 24,579 $623K 0.03% +704 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,655 shares; 2025Q1: 22,764 shares; 2025Q2: 24,304 shares; 2025Q3: 26,137 shares; 2025Q4: 25,863 shares; 2026Q1: 26,251 shares 26,251 $611K 0.03% +388 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,579 shares; 2025Q1: 2,279 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 4,568 shares; 2026Q1: 4,577 shares 4,577 $608K 0.03% +9 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,573 shares; 2025Q3: 5,954 shares; 2025Q4: 5,736 shares; 2026Q1: 5,475 shares 5,475 $602K 0.03% -261 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,442 shares; 2025Q1: 5,004 shares; 2025Q2: 5,044 shares; 2025Q3: 4,890 shares; 2025Q4: 4,748 shares; 2026Q1: 4,576 shares 4,576 $600K 0.03% -172 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 367 shares; 2025Q1: 418 shares; 2025Q2: 7,301 shares; 2025Q3: 7,225 shares; 2025Q4: 7,197 shares; 2026Q1: 6,468 shares 6,468 $597K 0.03% -729 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,960 shares; 2024Q4: 37,397 shares; 2025Q1: 31,208 shares; 2025Q2: 32,018 shares; 2025Q3: 31,490 shares; 2025Q4: 26,022 shares; 2026Q1: 6,151 shares 6,151 $593K 0.03% -19,871 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,426 shares; 2025Q3: 11,176 shares; 2025Q4: 12,176 shares; 2026Q1: 13,876 shares 13,876 $587K 0.03% +1,700 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,428 shares; 2025Q1: 3,478 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,929 shares 2,929 $583K 0.03% +250 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 5,912 shares; 2026Q1: 5,983 shares 5,983 $542K 0.03% +71 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,930 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,930 shares; 2026Q1: 9,930 shares 9,930 $538K 0.03% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,700 shares 9,700 $535K 0.03% new Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,158 shares; 2026Q1: 20,705 shares 20,705 $527K 0.03% +8,547 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,215 shares; 2025Q1: 5,078 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares 4,658 $498K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares; 2025Q4: 5,463 shares; 2026Q1: 5,236 shares 5,236 $497K 0.03% -227 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 2,312 shares; 2025Q3: 2,226 shares; 2025Q4: 3,295 shares; 2026Q1: 3,350 shares 3,350 $490K 0.03% +55 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: 783 shares; 2026Q1: 1,108 shares 1,108 $484K 0.03% +325 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,928 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,501 shares; 2026Q1: 2,221 shares 2,221 $483K 0.03% +720 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,700 shares; 2026Q1: 8,800 shares 8,800 $482K 0.03% +100 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,903 shares; 2026Q1: 22,026 shares 22,026 $481K 0.03% -877 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,011 shares; 2025Q1: 5,259 shares; 2025Q2: 5,723 shares; 2025Q3: 7,042 shares; 2025Q4: 6,122 shares; 2026Q1: 6,342 shares 6,342 $478K 0.03% +220 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 2,400 shares; 2026Q1: 3,200 shares 3,200 $474K 0.03% +800 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,586 shares; 2024Q4: 61,729 shares; 2025Q1: 50,849 shares; 2025Q2: 49,515 shares; 2025Q3: 48,956 shares; 2025Q4: 2,422 shares; 2026Q1: 2,309 shares 2,309 $467K 0.03% -113 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,298 shares; 2025Q2: 2,625 shares; 2025Q3: 2,150 shares; 2025Q4: 2,234 shares; 2026Q1: 2,366 shares 2,366 $462K 0.03% +132 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,528 shares; 2025Q1: 3,697 shares; 2025Q2: 5,413 shares; 2025Q3: 3,382 shares; 2025Q4: 3,802 shares; 2026Q1: 3,319 shares 3,319 $461K 0.02% -483 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,465 shares; 2025Q1: 2,215 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,335 shares; 2026Q1: 2,835 shares 2,835 $459K 0.02% +500 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,661 shares; 2025Q1: 17,596 shares; 2025Q2: 6,168 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares 5,865 $452K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,131 shares; 2025Q1: not reported; 2025Q2: 5,927 shares; 2025Q3: 6,690 shares; 2025Q4: 8,584 shares; 2026Q1: 10,948 shares 10,948 $447K 0.02% +2,364 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,894 shares; 2025Q1: 1,854 shares; 2025Q2: 1,711 shares; 2025Q3: 1,721 shares; 2025Q4: 1,721 shares; 2026Q1: 1,686 shares 1,686 $434K 0.02% -35 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5,161 shares; 2025Q1: 5,126 shares; 2025Q2: 5,371 shares; 2025Q3: 5,691 shares; 2025Q4: 5,563 shares; 2026Q1: 5,568 shares 5,568 $430K 0.02% +5 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,681 shares; 2024Q4: 18,955 shares; 2025Q1: 18,424 shares; 2025Q2: 15,787 shares; 2025Q3: 19,135 shares; 2025Q4: 19,999 shares; 2026Q1: 19,420 shares 19,420 $430K 0.02% -579 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 14,450 shares 14,450 $421K 0.02% +6,450 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,910 shares; 2024Q4: 8,937 shares; 2025Q1: 8,446 shares; 2025Q2: 8,464 shares; 2025Q3: 7,038 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares 7,192 $421K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,232 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares; 2025Q3: 3,196 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares 3,296 $410K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,403 shares; 2026Q1: 7,086 shares 7,086 $404K 0.02% -5,317 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,400 shares; 2025Q1: 2,411 shares; 2025Q2: 1,803 shares; 2025Q3: not reported; 2025Q4: 1,520 shares; 2026Q1: 1,472 shares 1,472 $399K 0.02% -48 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $386K 0.02% 0 Timeline Newmont Mining Corporation Newmont Mining Corporation More: the full row for Newmont Mining Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,565 shares; 2026Q1: 3,500 shares 3,500 $379K 0.02% -65 RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,970 shares 1,970 $378K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 7,406 shares; 2025Q1: 5,753 shares; 2025Q2: 6,684 shares; 2025Q3: 5,745 shares; 2025Q4: 5,775 shares; 2026Q1: 4,395 shares 4,395 $375K 0.02% -1,380 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,923 shares; 2024Q4: 6,089 shares; 2025Q1: 6,070 shares; 2025Q2: 6,138 shares; 2025Q3: 5,353 shares; 2025Q4: 8,253 shares; 2026Q1: 6,087 shares 6,087 $373K 0.02% -2,166 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,301 shares; 2025Q1: 1,258 shares; 2025Q2: 1,286 shares; 2025Q3: 1,302 shares; 2025Q4: 1,330 shares; 2026Q1: 1,305 shares 1,305 $370K 0.02% -25 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,388 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $368K 0.02% 0 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,423 shares; 2025Q1: 4,870 shares; 2025Q2: 5,033 shares; 2025Q3: 3,434 shares; 2025Q4: 3,435 shares; 2026Q1: 2,222 shares 2,222 $360K 0.02% -1,213 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 6,233 shares; 2025Q1: 6,233 shares; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares; 2026Q1: 6,233 shares 6,233 $354K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,208 shares 1,208 $354K 0.02% -73 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,863 shares; 2025Q1: 2,550 shares; 2025Q2: 2,756 shares; 2025Q3: 2,187 shares; 2025Q4: 1,807 shares; 2026Q1: 1,031 shares 1,031 $352K 0.02% -776 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 4,022 shares; 2025Q3: 3,919 shares; 2025Q4: 3,669 shares; 2026Q1: 3,347 shares 3,347 $347K 0.02% -322 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,355 shares; 2025Q1: 1,971 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares; 2026Q1: 1,905 shares 1,905 $343K 0.02% -58 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,950 shares; 2026Q1: 8,450 shares 8,450 $337K 0.02% +500 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 3,700 shares; 2025Q3: 3,500 shares; 2025Q4: 4,150 shares; 2026Q1: 4,350 shares 4,350 $335K 0.02% +200 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,775 shares; 2025Q1: 2,575 shares; 2025Q2: 2,598 shares; 2025Q3: 3,091 shares; 2025Q4: 2,500 shares; 2026Q1: 2,000 shares 2,000 $331K 0.02% -500 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,394 shares; 2025Q1: 3,344 shares; 2025Q2: 3,353 shares; 2025Q3: 3,209 shares; 2025Q4: 3,048 shares; 2026Q1: 2,716 shares 2,716 $329K 0.02% -332 Timeline VIXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,300 shares 9,300 $319K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $316K 0.02% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,186 shares; 2025Q2: 5,305 shares; 2025Q3: 5,056 shares; 2025Q4: 7,587 shares; 2026Q1: 8,487 shares 8,487 $312K 0.02% +900 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 938 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 677 shares 677 $312K 0.02% -36 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,002 shares; 2025Q1: 1,066 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $310K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,050 shares 4,050 $309K 0.02% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,976 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares 4,885 $306K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,264 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,839 shares; 2025Q4: 4,198 shares; 2026Q1: 2,798 shares 2,798 $305K 0.02% -1,400 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,484 shares; 2025Q1: 2,244 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,022 shares 2,022 $297K 0.02% -260 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $297K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,959 shares; 2024Q4: 137,079 shares; 2025Q1: 121,508 shares; 2025Q2: 89,274 shares; 2025Q3: 61,232 shares; 2025Q4: 2,094 shares; 2026Q1: 1,872 shares 1,872 $294K 0.02% -222 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 986 shares; 2025Q1: 975 shares; 2025Q2: 900 shares; 2025Q3: 767 shares; 2025Q4: 779 shares; 2026Q1: 909 shares 909 $292K 0.02% +130 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 6,150 shares; 2026Q1: 7,150 shares 7,150 $291K 0.02% +1,000 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,515 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,480 shares; 2026Q1: 4,365 shares 4,365 $288K 0.02% -115 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares; 2026Q1: 4,748 shares 4,748 $288K 0.02% +993 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 16,114 shares; 2025Q1: 15,109 shares; 2025Q2: 15,145 shares; 2025Q3: 14,772 shares; 2025Q4: 13,779 shares; 2026Q1: 13,811 shares 13,811 $286K 0.02% +32 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 425 shares; 2026Q1: 418 shares 418 $285K 0.02% -7 Timeline VANECK ETF TRUST VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $281K 0.02% 0 RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $277K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,574 shares; 2025Q4: 2,581 shares; 2026Q1: 2,580 shares 2,580 $274K 0.01% -1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares; 2026Q1: 3,388 shares 3,388 $266K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 315 shares; 2026Q1: 240 shares 240 $262K 0.01% -75 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,661 shares; 2025Q1: 1,651 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 868 shares; 2026Q1: 859 shares 859 $260K 0.01% -9 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,706 shares; 2026Q1: 2,128 shares 2,128 $252K 0.01% +422 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 296 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 295 shares; 2025Q4: 305 shares; 2026Q1: 227 shares 227 $248K 0.01% -78 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,774 shares; 2025Q1: 4,733 shares; 2025Q2: 4,260 shares; 2025Q3: 3,405 shares; 2025Q4: 2,485 shares; 2026Q1: 2,486 shares 2,486 $240K 0.01% +1 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,883 shares; 2026Q1: 9,210 shares 9,210 $238K 0.01% +1,327 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,801 shares; 2026Q1: 9,123 shares 9,123 $238K 0.01% +1,322 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,055 shares; 2026Q1: 9,387 shares 9,387 $237K 0.01% +1,332 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 7,888 shares; 2025Q1: 6,819 shares; 2025Q2: 6,903 shares; 2025Q3: 6,903 shares; 2025Q4: 7,094 shares; 2026Q1: 7,094 shares 7,094 $235K 0.01% 0 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,053 shares; 2026Q1: 14,053 shares 14,053 $233K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,729 shares; 2025Q1: 3,129 shares; 2025Q2: 2,977 shares; 2025Q3: 2,977 shares; 2025Q4: 2,839 shares; 2026Q1: 2,839 shares 2,839 $233K 0.01% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,442 shares; 2024Q4: 18,377 shares; 2025Q1: 18,377 shares; 2025Q2: 17,647 shares; 2025Q3: 17,272 shares; 2025Q4: 17,147 shares; 2026Q1: 16,872 shares 16,872 $232K 0.01% -275 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,723 shares; 2026Q1: 10,932 shares 10,932 $229K 0.01% +1,209 Timeline Intel Corp Intel Corp More: the full row for Intel Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,164 shares 5,164 $228K 0.01% new PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 3,412 shares; 2025Q3: 3,412 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares 3,350 $224K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 981 shares 981 $221K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,108 shares 7,108 $218K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,852 shares 2,852 $217K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $217K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $216K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,497 shares; 2025Q1: 2,655 shares; 2025Q2: 2,826 shares; 2025Q3: 2,827 shares; 2025Q4: 2,844 shares; 2026Q1: 1,951 shares 1,951 $214K 0.01% -893 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,760 shares; 2024Q4: 11,760 shares; 2025Q1: 11,538 shares; 2025Q2: 11,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,315 shares 6,315 $212K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares 917 $211K 0.01% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,926 shares 1,926 $208K 0.01% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,397 shares 7,397 $205K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 2,500 shares; 2025Q3: 1,890 shares; 2025Q4: 1,969 shares; 2026Q1: 1,529 shares 1,529 $202K 0.01% -440 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,390 shares 6,390 $202K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 766 shares 766 $201K 0.01% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,454 shares; 2026Q1: 14,994 shares 14,994 $192K 0.01% -2,460 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 20,576 shares; 2025Q2: 20,576 shares; 2025Q3: 23,150 shares; 2025Q4: 20,150 shares; 2026Q1: 17,150 shares 17,150 $168K 0.01% -3,000 Timeline IGC IGC PHARMA INC More: the full row for IGC PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,401 shares; 2024Q4: 109,401 shares; 2025Q1: 84,401 shares; 2025Q2: 84,401 shares; 2025Q3: 84,401 shares; 2025Q4: 84,401 shares; 2026Q1: 59,401 shares 59,401 $15.6K <0.01% -25,000 Timeline